FDS insider purchased 370 shares at $275.48 in Form 4 filing

Helen L. Shan, EVP & Chief Financial Officer of FactSet Research Systems (FDS), reported a purchase of common stock.

Rhea-AI Filing Summary

Helen L. Shan, EVP & Chief Financial Officer of FactSet Research Systems (FDS), reported a purchase of common stock. On 10/06/2025 she acquired 370 shares at a weighted-average price of $275.48 per share, increasing her beneficial ownership to 9,284 shares. The filing notes the trade executed in multiple transactions with prices ranging from $275.32 to $275.52. The Form 4 was signed by an attorney-in-fact on 10/08/2025. This is a routine insider purchase disclosure required under Section 16 and provides a precise record of the reported transactions.

Positive

• Insider purchase disclosed: CFO acquired 370 shares on 10/06/2025 at a weighted-average price of $275.48.
• Complete disclosure elements: transaction date, aggregated price range ($275.32–$275.52), and post-transaction ownership (9,284 shares) are provided.

Negative

• Transaction size is modest: 370 shares is unlikely to be material to overall company ownership or valuation.
• No pattern established: A single Form 4 purchase gives limited insight without additional insider activity or company events.

Insights

Corporate Governance Analyst

Insider purchase by CFO signals incremental insider accumulation.

The filing shows the CFO acquired 370 shares on 10/06/2025 at a weighted average price of $275.48, raising total holdings to 9,284 shares. Insider purchases are a straightforward disclosure of personal trading activity and do not by themselves indicate company performance.

This transaction was executed in multiple trades with prices between $275.32 and $275.52; the reporting person offered to provide detailed trade-level data on request. Near-term relevance is limited absent larger patterns of buying or company-specific news within the next 30 to 90 days.

Securities Compliance Specialist

Form 4 correctly records a Section 16 insider purchase and includes required price disclosure.

The form identifies the reporting person, relationship to the issuer (EVP, Chief Financial Officer), transaction date, quantity, weighted-average price, and resulting beneficial ownership—meeting standard disclosure elements. The signature by an attorney-in-fact is noted with a filing date of 10/08/2025.

Compliance considerations are routine: the filing documents multiple trades aggregated to a weighted price and makes an explicit offer to furnish per-trade details to the SEC or issuer on request. No amendments or additional disclosures are included in this submission.

Insider Trade Summary

Net Buyer: 370 shares

Net Buy 1 txn

Insider Shan Helen L.

Role EVP, Chief Financial Officer

Bought 370 shs ($102K)

Type	Security	Shares	Price	Value
Purchase	Common Stock	370	$275.48	$102K

Holdings After Transaction: Common Stock — 9,284 shares (Direct)

Footnotes (1)

1. F1. This transaction was executed in multiple trades with purchase prices ranging from $275.32 to $275.52. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did the FDS filing report for Helen L. Shan on 10/06/2025?

The Form 4 reports the CFO purchased 370 shares at a weighted-average price of $275.48, bringing beneficial ownership to 9,284 shares.

Does the Form 4 show the exact per-trade prices for the FDS purchase?

The filing reports a weighted-average price of $275.48 and states individual trades ranged from $275.32 to $275.52; per-trade details are available upon request as noted in the filing.

Who signed the Form 4 for the FDS insider filing?

The Form 4 was signed by Winnifred Lewis, Attorney in Fact for Helen L. Shan on 10/08/2025.

How much did the FDS insider transaction cost at the weighted-average price?

At the weighted-average price of $275.48, the 370 shares represent approximately $101,917.60 (price multiplied by shares).

Does this Form 4 indicate any derivative transactions by the FDS insider?

No. Table II (derivative securities) shows no reported derivative transactions in this filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/08/2025 - 04:28 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Shan Helen L.

(Last) (First) (Middle)

C/O FACTSET RESEARCH SYSTEMS INC.

45 GLOVER AVENUE

(Street)

NORWALK CT 06850

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
10/06/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	10/06/2025		P		370	A	$275.48(1)	9,284	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. This transaction was executed in multiple trades with purchase prices ranging from $275.32 to $275.52. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Remarks:

	/s/ WINNIFRED LEWIS, Attorney in Fact for Helen L. Shan	10/08/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.